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Donaldson

Name Holding Trade Value Shares
Change
Change in
Stake
GWP
376
Gen-Wealth Partners
Michigan
$287K +$27.9K +386 +11%
AI
377
Accredited Investors
Minnesota
$287K +$434 +6 +0.2%
AWS
378
Atria Wealth Solutions
New York
$285K -$22.2K -307 -7%
Lido Advisors
379
Lido Advisors
California
$279K -$611K -8,446 -69%
FFA
380
Farther Finance Advisors
California
$279K +$229K +3,162 +512%
RP
381
Riverwater Partners
Wisconsin
$276K -$3.25K -45 -1%
BA
382
Ballast Advisors
Minnesota
$275K
CPIG
383
Chicago Partners Investment Group
Illinois
$271K +$40K +553 +18%
IIM
384
INTECH Investment Management
Florida
$269K -$465K -6,438 -64%
TAM
385
Trillium Asset Management
Massachusetts
$266K
DWM
386
Diversify Wealth Management
Utah
$264K -$15.2K -210 -6%
CIBC Asset Management
387
CIBC Asset Management
Ontario, Canada
$262K +$9.04K +125 +4%
KI
388
Kapitalo Investimentos
Brazil
$262K +$257K +3,549 New
SFS
389
Stiles Financial Services
Minnesota
$261K +$434 +6 +0.2%
FIM
390
Freedom Investment Management
Connecticut
$260K -$31.5K -435 -11%
QPW
391
Quantum Private Wealth
Florida
$259K
EWA
392
Encompass Wealth Advisors
Oregon
$258K
LFP
393
Leeward Financial Partners
Washington
$257K
MKC
394
M. Kraus & Co
Vermont
$254K
WTC
395
WhitTier Trust Company
Nevada
$245K +$22.8K +316 +11%
PA
396
Profund Advisors
Maryland
$243K -$2.82K -39 -1%
AWE
397
Avidian Wealth Enterprises
Texas
$236K
PIM
398
Penobscot Investment Management
Massachusetts
$236K
OPW
399
Osprey Private Wealth
New York
$236K +$231K +3,200 New
NIM
400
Northeast Investment Management
Massachusetts
$231K -$16.5K -228 -7%